Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, and customer service.
Before you begin
To begin monitoring Salesforce, ensure you have the following components and permissions in place:
- OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
- Platform-specific Requirements: You'll need administrative access to your Salesforce org to create a Connected App and obtain a consumer key and secret.
Configure data collection
- Activate API Access: In your Salesforce Setup, create a new Connected App and grant it the necessary API permissions.
From the bottom section of the main navigation, select Security → API Tokens.
Click Create Token.
To allow the token to access the API, select Can access API.
To allow the token to send events, select Can send events.
To restrict access to specific datasets in your Personalization account, select the datasets
from the Select datasets field. Otherwise, the token applies to all current and future datasets in your account.
Add any Notes about the token as necessary.
To define the IP addresses that can use the token, enter the IP addresses into the IP Accept List field and separate them with commas. When configured, requests that originate from addresses not on this list are rejected.
Click OK.
- Add Credentials: In the OpenLM Cloud Broker dashboard, find the Salesforce integration and enter user, password, token, consumer key and secret.
Salesforce credential configuration in Cloud Broker
Approve Salesforce in OpenLM Platform
- Sign in to OpenLM Platform.
- From the menu, go to License Servers → Pending Server.
- Select the Salesforce data source, then select Approve and Merge.
Verify the integration
- In OpenLM Platform, go to Allocation.
- Confirm Salesforce usage data appears.
It can take up to 3 minutes for data to appear after approval.
Viewing reports
- User activity trends — see which users are most active in the platform; reallocate seats accordingly.
- Expired or unused licenses — identify inactive users and reclaim their seats.